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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

This American book talks you through the strategy development process for a fictious law firm become the firm of choice – strategy development (kimtasso.com) One delegate asked for business plan templates – and the post I just mentioned explains why templates are not always a good idea. 10 reasons why (kimtasso.com). kimtasso.com).

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Why are questions so important? (Questioning skills)

Red Star Kim

When we meet someone, we show interest in them and learn about them (to build empathy and see the world through their eyes An introduction to emotional intelligence (EQ) and empathy (Video) (kimtasso.com) ) by asking questions. Video) (kimtasso.com). Questions are important when we meet someone new. Analysis) Where do we want to be?

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Telephone call challenges: Emotions, data, selling and follow up

Red Star Kim

14% Responding better to telephone enquiries (and conversion) 43% Improving client service on the telephone 14% Building relationships on the telephone 29% Using the telephone to reach people proactively (initiate sales conversations) How would you assess your emotional intelligence?

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21 Free Courses for Key Account Managers to Boost Your Skills Now

Account Manager Tips

Emotional intelligence 6. Emotional intelligence Key account managers work with others, in dynamic, high pressure situations. That's why emotional intelligence is an essential skill. Related courses: Empathy & Emotional Intelligence at Work. Emotional Intelligence at Work.

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Nine insights: Sales processes and selling skills for targeting and meetings

Red Star Kim

On a more serious note, we considered the advice of Malcolm McDonald on categorising clients from his book Malcolm McDonald on value propositions – How to develop them (kimtasso.com). While none of the delegates’ firms were actively using personas to drive targeting, they all recognised their value.

Meetings 100
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Selling challenges in professional services: Sales processes and skills

Red Star Kim

Selling Basics – Detectives and DMUs (Video) and recommended books (kimtasso.com) Client research and listening projects may struggle to keep up with such large and diverse contact networks. A challenging role requiring deep insight into potential clients and value propositions as well as a great deal of confidence.

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22 tips on being a persuasive writer in professional services

Red Star Kim

An introduction to emotional intelligence (EQ) and empathy (Video) (kimtasso.com). Presentation skills – TED Talks Chris Anderson book review (kimtasso.com). Some people refer to a value proposition – what are you offering? We can learn from the approach used by TED lectures. This ensures consistency.